Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.
Other share classesSPG.PJ
13F holders, Q4 2023
Institutional positions in Simon Property Group Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,056
- +87 vs. Q3 2023
- Shares held
- 290.6M
- +4.69M (+1.6%) vs. Q3 2023
- Total value
- $41.4B
- +$10.5B (+33.9%) vs. Q3 2023
- New holders
- 172
- 344 more added
- Sold out
- 85
- 393 more reduced
16 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,363 | $67.7B |
| Q1 2026 | 1,312 | $54.6B |
| Q4 2025 | 1,289 | $54.3B |
| Q3 2025 | 1,221 | $54.5B |
| Q2 2025 | 1,213 | $46.8B |
| Q1 2025 | 1,202 | $48.9B |
| Q4 2024 | 1,195 | $50.4B |
| Q3 2024 | 1,136 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,084 | $45.3B |
| Q4 2023 | 1,056 | $41.4B |
| Q3 2023 | 985 | $31.0B |
| Q2 2023 | 988 | $32.9B |
| Q1 2023 | 987 | $31.9B |
| Q4 2022 | 996 | $33.1B |
| Q3 2022 | 921 | $25.1B |
| Q2 2022 | 940 | $26.5B |
| Q1 2022 | 1,012 | $37.6B |
| Q4 2021 | 1,049 | $46.1B |
| Q3 2021 | 918 | $37.3B |
| Q2 2021 | 906 | $37.4B |
| Q1 2021 | 847 | $32.7B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 251,882 | $36.1M | 0.07% | −11,627−4.4% | Reduced |
| Capital Fund Management S.A. | 251,704 | $35.9M | 0.46% | +13,083+5.5% | Added |
| Robeco Institutional Asset Management B.V. | 245,343 | $35.0M | 0.08% | +13,086+5.6% | Added |
| Storebrand Asset Management AS | 245,185 | $35.0M | 0.13% | −3,250−1.3% | Reduced |
| CORDA Investment Management, LLC. | 238,323 | $34.0M | 2.85% | −2,483−1.0% | Reduced |
| Victory Capital Management Inc | 238,156 | $34.0M | 0.04% | −16,883−6.6% | Reduced |
| Nisa Investment Advisors, LLC | 235,826 | $33.6M | 0.24% | −14,386−5.7% | Reduced |
| AQR Capital Management LLC | 231,746 | $33.1M | 0.06% | −16,493−6.6% | Reduced |
| Toronto Dominion Bank | 227,436 | $32.4M | 0.05% | +17,201+8.2% | Added |
| Prana Capital Management, LP | 217,103 | $31.0M | 1.82% | +128,968+146.3% | Added |
| Orbis Allan Gray Ltd | 216,839 | $30.9M | 0.19% | −142,802−39.7% | Reduced |
| National Bank of Canada | 207,027 | $29.6M | 0.05% | +115,696+126.7% | Added |
| Fort Washington Investment Advisors Inc | 203,734 | $29.1M | 0.20% | −19,115−8.6% | Reduced |
| Lazard Asset Management LLC | 201,878 | $28.8M | 0.04% | +11,931+6.3% | Added |
| The PNC Financial Services Group, Inc. | 200,659 | $28.6M | 0.02% | +4,615+2.4% | Added |
| Kempen Capital Management N.V. | 199,698 | $28.5M | 0.40% | −9,400−4.5% | Reduced |
| Citadel Advisors LLC | 199,354 | $28.4M | 0.03% | +11,864+6.3% | Added |
| Factory Mutual Insurance Co | 196,592 | $28.0M | 0.35% | 00.0% | Unchanged |
| Voya Investment Management LLC | 194,671 | $27.8M | 0.03% | −13,609−6.5% | Reduced |
| Pictet Asset Management Holding SA | 192,720 | $27.5M | 0.03% | −236−0.1% | Reduced |
| AXA S.A. | 192,032 | $27.4M | 0.09% | −13,861−6.7% | Reduced |
| CIBC World Markets Corp | 191,890 | $27.4M | 0.15% | +173,831+962.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 191,429 | $27.3M | 0.10% | +7,324+4.0% | Added |
| State of Alaska, Department of Revenue | 189,700 | $27.1M | 0.32% | −4,563−2.3% | Reduced |
| Royal London Asset Management Ltd | 188,045 | $26.8M | 0.08% | −662−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 186,744 | $26.6M | 0.35% | −14,182−7.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 180,485 | $25.7M | 1.99% | +180,485 | New |
| Foundry Partners, LLC | 180,477 | $25.7M | 1.55% | −23,480−11.5% | Reduced |
| State of Wisconsin Investment Board | 177,460 | $25.3M | 0.07% | +3,475+2.0% | Added |
| Guggenheim Capital LLC | 174,766 | $24.9M | 0.19% | −6,694−3.7% | Reduced |
| Mackenzie Financial Corp | 173,412 | $24.7M | 0.04% | −10,027−5.5% | Reduced |
| Castle Hook Partners LP | 170,485 | $24.3M | 1.52% | +161,546+1,807.2% | Added |
| Treasurer of the State of North Carolina | 168,843 | $24.1M | 0.12% | +7,329+4.5% | Added |
| Natixis Advisors, L.P. | 164,928 | $23.5M | 0.06% | +9,942+6.4% | Added |
| STRS Ohio | 160,454 | $22.9M | 0.10% | −105,100−39.6% | Reduced |
| QRG Capital Management, Inc. | 160,427 | $22.9M | 0.34% | +11,591+7.8% | Added |
| Thrivent Financial for Lutherans | 155,729 | $22.2M | 0.05% | +24,220+18.4% | Added |
| Nordea Investment Management AB | 152,740 | $21.9M | 0.03% | +6,703+4.6% | Added |
| Handelsbanken Fonder AB | 143,954 | $20.5M | 0.10% | −7,040−4.7% | Reduced |
| Bruni J V & Co | 142,515 | $20.3M | 2.52% | +798+0.6% | Added |
| Heitman Real Estate Securities LLC | 136,162 | $19.4M | 1.05% | −54,264−28.5% | Reduced |
| Van Eck Associates Corp | 134,346 | $19.2M | 0.03% | +16,897+14.4% | Added |
| Advisor Group Holdings, Inc. | 133,613 | $19.1M | 0.03% | −39,772−22.9% | Reduced |
| Advisors Capital Management, LLC | 132,702 | $18.9M | 0.39% | −11,966−8.3% | Reduced |
| Vert Asset Management LLC | 132,586 | $18.9M | 8.16% | +4,924+3.9% | Added |
| Korea Investment CORP | 131,372 | $18.7M | 0.05% | −21,800−14.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 130,448 | $18.6M | 0.14% | +64,660+98.3% | Added |
| Swedbank AB | 130,197 | $18.6M | 0.03% | +392+0.3% | Added |
| FIL Ltd | 129,689 | $18.5M | 0.02% | −307−0.2% | Reduced |
| Teacher Retirement System of Texas | 129,044 | $18.4M | 0.13% | −93,911−42.1% | Reduced |
| Voloridge Investment Management, LLC | 126,671 | $18.1M | 0.07% | −41,543−24.7% | Reduced |
| Employees Retirement System of Texas | 126,579 | $18.1M | 0.21% | −5,000−3.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 126,446 | $18.0M | 0.06% | +81,446+181.0% | Added |
| B&I Capital AG | 118,980 | $17.0M | 5.34% | −21,400−15.2% | Reduced |
| TD Asset Management Inc | 118,933 | $17.0M | 0.02% | +9,887+9.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 117,849 | $16.8M | 0.87% | +50,660+75.4% | Added |
| Commonwealth Equity Services, LLC | 117,713 | $16.8M | 0.03% | −4,783−3.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 113,324 | $16.2M | 0.05% | −58,289−34.0% | Reduced |
| LGT Group Foundation | 111,500 | $16.1M | 0.36% | −2,875−2.5% | Reduced |
| Davis Selected Advisers | 111,280 | $15.9M | 0.09% | −16,850−13.2% | Reduced |
| Millennium Management LLC | 110,163 | $15.7M | 0.01% | −343,626−75.7% | Reduced |
| Nixon Capital, LLC | 108,350 | $15.5M | 6.93% | −625−0.6% | Reduced |
| Jane Street Group, LLC | 106,608 | $15.2M | 0.02% | +18,658+21.2% | Added |
| Janney Capital Management LLC | 105,747 | $15.1M | 1.01% | −7,123−6.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 102,900 | $14.7M | 0.12% | +66,900+185.8% | Added |
| Mercer Global Advisors Inc | 101,936 | $14.5M | 0.04% | +8,911+9.6% | Added |
| State of Michigan Retirement System | 101,649 | $14.5M | 0.09% | −1,100−1.1% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $14.3M | 1.22% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 100,000 | $14.3M | 0.60% | +100,000 | New |
| Utah Retirement Systems | 99,524 | $14.2M | 0.18% | +6,290+6.7% | Added |
| UniSuper Management Pty Ltd | 95,400 | $13.6M | 0.15% | +800+0.8% | Added |
| Forsta Ap-Fonden | 93,700 | $13.4M | 0.14% | −56,800−37.7% | Reduced |
| Arizona State Retirement System | 92,053 | $13.1M | 0.10% | −502−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 90,620 | $12.9M | 0.02% | −25,587−22.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,759 | $12.5M | 0.16% | +1,380+1.6% | Added |
| American International Group, Inc. | 87,594 | $12.5M | 0.05% | +405+0.5% | Added |
| GSI Capital Advisors LLC | 87,121 | $12.4M | 7.53% | +3,150+3.8% | Added |
| Sound Income Strategies, LLC | 86,689 | $12.4M | 1.03% | +4,187+5.1% | Added |
| Swiss Life Asset Management Ltd | 85,970 | $12.3M | 0.15% | +24,203+39.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 85,806 | $12.2M | 0.43% | −2,942−3.3% | Reduced |
| Allstate Corp | 84,778 | $12.1M | 0.84% | −22,075−20.7% | Reduced |
| MetLife Investment Management | 82,073 | $11.7M | 0.08% | −1,745−2.1% | Reduced |
| Amalgamated Bank | 81,942 | $11.7M | 0.09% | −5,057−5.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 81,813 | $11.7M | 0.02% | +7,250+9.7% | Added |
| Janus Henderson Group PLC | 79,655 | $11.4M | 0.01% | +14,011+21.3% | Added |
| Nissay Asset Management Corp | 76,005 | $10.8M | 0.09% | +2,753+3.8% | Added |
| CI Private Wealth, LLC | 75,067 | $10.7M | 0.02% | +37,108+97.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 73,917 | $10.5M | 0.13% | −7,900−9.7% | Reduced |
| Edgar Lomax Co | 73,306 | $10.5M | 0.68% | −3,000−3.9% | Reduced |
| Creative Planning | 71,469 | $10.2M | 0.02% | −348−0.5% | Reduced |
| Hillman Capital Management, Inc. | 70,956 | $10.1M | 3.49% | +53+0.1% | Added |
| La Banque Postale Asset Management SA | 69,993 | $9.98M | 0.22% | −13,643−16.3% | Reduced |
| USS Investment Management Ltd | 69,955 | $9.98M | 0.09% | +2,002+2.9% | Added |
| First Trust Investment Solutions L.P. | 69,094 | $9.86M | 2.05% | +69,094 | New |
| Whittier Trust Co | 68,552 | $9.78M | 0.16% | +2,144+3.2% | Added |
| Payden & Rygel | 67,550 | $9.63M | 0.70% | −27,500−28.9% | Reduced |
| Texas Permanent School Fund | 67,273 | $9.60M | 0.08% | −247−0.4% | Reduced |
| Achmea Investment Management B.V. | 66,540 | $9.49M | 0.20% | +10,164+18.0% | Added |
| Independent Advisor Alliance | 66,411 | $9.47M | 0.34% | +539+0.8% | Added |
| First Trust Advisors LP | 66,097 | $9.43M | 0.01% | −5,781−8.0% | Reduced |